Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
Again, that's a multiple of revenue, which is always aggressive.
It's a very high multiple of revenue that gets them to around $2 trillion, and a lot of it built on the rocket launch business.
Definitely some very lofty valuations.
Well, it brings us to the Musk factor here, George.
And I think there are a lot of people over the last decade who have said, you know, that Tesla is not valued as an auto company and you really have to divorce a traditional valuation metrics in order to get to a number that we believe is the opportunity for Tesla.
I know you cover aerospace and your background is in aerospace and defense, but is that the extra $600 billion here?
Is that Elon Musk?
So I think you have to in order to buy into this IPO valuation.
I think you have to believe in Elon Musk and the dream, as you mentioned earlier.
And look, I think there's good reasons to believe in him.
You have to decide what value you're willing to pay for it.
But, you know, like we saw yesterday, we saw Blue Origin had a
had one of their engines blow up on the pad down in Cape Canaveral yesterday.
They're about three launches deep on New Glenn.
It's not as easy as Elon Musk has made it look.
His company shot off almost 170 rockets last year with minimal problems compared to what's going on right now at Blue Origin.
So there is a track record of success there.
from Elon Musk and his companies.
I'm not saying that makes the valuation correct, but you have to buy into that.
And Elon has shown a lot of success in what he's done.
Showing 1001–1020 of 1,353 · page 51 of 68
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